Money psychology consulting for organizations

I help companies design products, programs, and messaging that work with human psychologyā€”not against it.

Where traditional approaches either ignore psychology or manipulate it, I help you create frameworks for ethical, effective financial experiences that serve both business goals and human well-being.

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Who I work with

  • šŸš€ Fintech startups

    Designing behavioral products, auditing features for psychological ethics, understanding user decision-making

  • šŸ¢ Corporate teams

    Building employee financial wellness programs that actually change behavior, not just transfer information.

  • šŸ“š Universities & colleges

    Developing financial psychology curriculum, student financial wellness programs, and research partnerships

  • šŸ¤ Nonprofits

    Creating financial literacy initiatives, training educators, and designing programs for underserved communities

  • šŸ¦ Financial institutions

    Modernizing client communication, integrating psychological insights into advisory practices, and ethical product design.

What makes my approach different

I bring a unique combination that most consultants don't have:

CFPĀ® Expertise ā†’ I understand actual financial planning, not just theory

Financial journalism background ā†’ I've written 1,000+ articles and know how to make complex concepts accessible

Behavioral psychology knowledge ā†’ I decode why people make the decisions they make

Content strategy experience ā†’ I've developed audience messaging for dozens of fintech startups

Critical industry perspective ā†’ I'm not afraid to challenge exploitative practices

In other words ā€¦ I can translate complex psychological concepts into practical design decisions ā€” whether that's auditing a product for behavioral ethics, creating a program that actually changes behavior, or helping your team understand what messaging will resonate with your audience and why.

How I can help

Ready to talk? Let's discuss how financial psychology insights can help your organization create better products, programs, or messaging.

  • Transform how your team thinks about financial behavior.

    What it could include:

    • Customized 60-90 minute workshops or keynote presentations

    • Interactive exercises and practical frameworks

    • Participant workbooks and takeaway materials

    • Q&A sessions tailored to your organization

    Ideal for corporate training, conference keynotes, university lectures, association events, team education.

  • Evaluate your products, programs, or messaging through a behavioral psychology lens

    Types of audits I offer:

    • Marketing Psychology Audit: Analyze messaging, positioning, and content for psychological effectiveness

    • Financial Wellness Program Assessment: Evaluate existing programs and redesign for better engagement

    • Product Behavioral Design Audit: Review fintech products or services for cognitive biases and ethical concerns

  • Develop comprehensive strategies or conduct original research on your target audience

    This includes:

    • Audience Research & Insights

    • Content Strategy & Messaging

    • Curriculum Design

Schedule a discovery call